Perpetual Limited’s acquisition of The Trust Company and completion of its Transformation program has paid solid dividends....

The Federal Government remains committed to opening the default super system and will push to define intra-fund advice as its last refinement around FOFA....

Career breaks, lower incomes and longer life expectancies could see females 30 per cent less retire-ready than males....

The Australian Institute of Superannaution Trustees has urged ASIC to extend its general advice class order to dictate greater transparency around adviser relationshps wi...

Australian state Supreme Court decisions on SMSF estate planning cases have resulted in a new body of law, which show the risks of SMSF estate planning, David Barrett wri...

Association of Financial Advisers chief operating officer, Phil Anderson has been recruited by netwealth to head up governance and advice....

Rolling shifts in asset management will push boutique managers to the fore, according to Cameron Harrison Asset Management, which, as Jason Spits writes, has used these t...

The logistics of serving clients who often live miles away is a challenge for regional advisers but, as Jason Spits writes, the long distances are quickly offset by the r...

Infrastructure investment house, The Private Capital Group, has rebranded to Gardior, in a bid to attract new investors....

To expand services offerings for digital and mobile engagement, Pillar has moved to use Financial Synergy’s Acurity platform....

Financial services specialist, Fiducian Group, is forecasting a positive future, reporting its UNPAT increased 28 per cent in the 2015 financial year....

The structure and payment arrangements of TPD is dragging on its sustainability and needs to be changed, according to the former chair of the SCT....

More financial planners were opting for separately managed accounts, with almost half of planners surveyed finding constantly monitoring direct shares a deterrent....

Zenith Investment Partners has claimed the coveted title of Money Management Ratings House of the Year for the second year in succession....

For the second year running, Zenith Investment Partners has come out on top of the pile to claim the title of Money Management’s Ratings House of the Year 2015, writes Ni...

Assistant Treasurer, Josh Frydenberg, has launched a public consultation to gage stakeholder views on the potential introduction of an industry funding model for ASIC....

Russell Collins explores how risk advisers can overcome objections from clients when interviewing them, particularly the ‘I can’t afford it’ objection. ...

Financial services users will be hit with increased costs if the Government pursues a ‘user pays’ funding model for ASIC, bankers warn....

An increasingly wealthy Asia will be looking for investment opportunities in Australia and fund managers need to do more to have their investment products accepted in oth...

Col Fullagar considers the difference between service and financial advice within the adviser value proposition framework amidst the debate around adviser remuneration mo...